Wealth Management Invest

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions. They discuss: Key considerations for client portfolios, including illiquidity risk and asset class diversification The growing importance of data centers and AI-driven infrastructure investments How secondaries provide diversification and reduce risk exposure The shift of credit opportunities from banking to asset management Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Tom Cohn: LinkedIn: Tom Cohn LinkedIn: Cerity Partners Cerity Partners Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. Kristen talks about Eaglebrook’s compliance-first mindset and how in-kind transfers and tax-efficient strategies are helping advisors meet growing client demand for digital assets. Key highlights include: Enabling direct investment in crypto SMAs with Eagle Brook Navigating the process of in-kind transfers Tax loss harvesting benefits of crypto SMAs Integrating crypto into client portfolios And more Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Kristen Mirabella: Eaglebrook LinkedIn: Kristen Mirabella

Join David Bodamer as he sits down with Stephanie Drescher, Apollo’s chief client and product development officer, to unravel the potential of alternative investments for wealth advisors. David and Stephanie explore why Apollo is confident in hitting $150 billion in assets within the wealth channel and why traditional portfolios fall short without private market exposure. They break down the innovations making private investments more accessible for advisors and their clients. David and Stephanie discuss: The gap in private market allocations between institutions and individuals Overcoming barriers to alternatives with innovative solutions Apollo’s strategic focus on global wealth and custom-tailored investment strategies How Apollo’s wealth team has grown and evolved to better serve advisors Insights into Apollo’s third-party alts partnerships A global shift in perception of risk in public vs. private markets The importance of manager selection and transparency in private investments And more Connect with David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect with Stephanie Drescher: Apollo LinkedIn: Stephanie Drescher About Our Guest: Stephanie Drescher is Partner and Chief Client and Product Development Officer at Apollo, and a member of the Firm’s Management Committee. She oversees the Client and Product Solutions Group (CPS), which includes Institutional Client & Product Solutions (ICPS) and Global Wealth Management Solutions (GWMS), which seeks to expand Apollo’s investment offerings to an increasingly broad base of individual investors through a variety of global wealth management channels. Stephanie is also Co-Chair of Apollo Women Empower (AWE), Apollo’s women’s network. Prior to joining Apollo in 2004, Stephanie was with JP Morgan working primarily in its Alternative Investment Group.

In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastructure. David and Brendan discuss: The structure and role of the Financial Advisor Solutions team within Ares [00:01:10] Navigating complexities in private market investments [00:03:00] The strategic importance of alternative investments in portfolios [00:05:30] Access points in private markets and investor targeting [00:07:20] Trends and shifts in asset classes for 2025 [00:09:50] The rise of infrastructure investments driven by technological advancements [00:15:00] Opportunities in sports, media, and entertainment investments [00:22:30] And more Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Brendan McCurdy: Ares Management LinkedIn: Ares Management Corporations LinkedIn: Brendan McCurdy About Our Guest: Brendan is a Managing Director and Head of Research & Marketing within Ares Wealth Management Solutions, a premier provider of private market investment solutions for private wealth investors and family offices. Within Research, the Financial Advisor Solutions Team (FAST) is a team of asset allocation specialists that deliver education, insights, and analytical tools that can help optimize the inclusion of private markets in portfolios.

WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base. David shares: Takeaways from Brookfield’s recent research on the use of alternatives within the wealth channel How advisors can effectively introduce alternatives to their clients and how having alternatives in their toolkit is valuable for practice management Different investor profiles and their use of alternative assets Brookfield’s approach to providing access to diversified asset types and product structures And more Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: Informa Connect With David Levi and Brookfield: Brookfield.com Brookfield|Oaktree LinkedIn: David Levi About Our Guest: David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was a Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset allocation gleaned from this analysis. David and Mike discuss: How the usage of ETFs has grown in individual investment portfolios What is driving the evolution toward increased use of active ETF strategies What insights can be gained from current average portfolio allocations and how those are shifting What opportunities exist in real estate and other undervalued sectors And more Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement.com Connect With Mike Scarsciotti: Fidelity Investments: Investment Portfolio Insights LinkedIn: Mike Scarsciotti About Our Guest: Mike Scarsciotti leads the specialist sales team within Fidelity Institutional, including Asset Class Investment Specialists (Global Equity, Fixed Income, and Alternatives), Portfolio Solution Specialists (Model Portfolios and Direct Indexing), and Capital Market Strategists.

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises. Listen in as David and Jack highlight: The increasing growth of active ETFs, with active launches accounting for a growing percentage of ETF product development Assessment of the performance of active ETFs to date The potential for active ETFs to cannibalize mutual fund assets The turnover rates of active ETFs, with many new launches often closing within a few years due to fad chasing or lack of compelling investment strategies What other research Shannon is working on for the rest of the year And more Overall, the episode provides an insightful look into the evolving landscape of active ETFs and their place in the broader investment market. Resources: Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Mutual Fund Managers Are Wrong More Than They’re Right   Connect With David Bodamer: david.bodamer@informa.com WealthManagement.com LinkedIn: David Bodamer LinkedIn: Informa Connect With Jack Shannon: Morningstar LinkedIn: Jack Shannon About Our Guest: Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms. Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor’s degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business.